DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 378 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,622,484 | -5.1% | 172,363 | -4.5% | 3.42% | +8.0% |
| Q2 2023 | $5,926,734 | -2.9% | 180,418 | -4.8% | 3.17% | +23.1% |
| Q1 2023 | $6,105,791 | +19.1% | 189,444 | +12.4% | 2.57% | +2.6% |
| Q4 2022 | $5,125,634 | +21.3% | 168,606 | +2.8% | 2.51% | +29.1% |
| Q3 2022 | $4,226,000 | -5.4% | 164,062 | +6.1% | 1.94% | -3.8% |
| Q2 2022 | $4,467,000 | -46.3% | 154,634 | -37.7% | 2.02% | +17.5% |
| Q1 2022 | $8,312,000 | +246.3% | 248,252 | +239.5% | 1.72% | +62.4% |
| Q4 2021 | $2,400,000 | +36.4% | 73,131 | +36.1% | 1.06% | +23.9% |
| Q3 2021 | $1,759,000 | – | 53,717 | – | 0.85% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DIXON FNANCIAL SERVICES, INC. | 1,475,550 | $38,010,000 | 29.88% |
| Equius Partners, Inc. | 2,086,278 | $53,743,000 | 19.31% |
| RESOURCE CONSULTING GROUP INC | 2,225,171 | $57,320,000 | 16.34% |
| M Financial Asset Management, Inc. | 134,159 | $3,456,000 | 14.80% |
| Rather & Kittrell, Inc. | 461,694 | $11,893,000 | 12.50% |
| Planning Center, Inc. | 586,360 | $15,216,000 | 12.06% |
| Shearwater Capital LLC | 386,777 | $9,963,000 | 11.25% |
| KEB ASSET MANAGEMENT, LLC | 675,123 | $17,391,000 | 11.08% |
| KRAFT ASSET MANAGEMENT, LLC | 408,849 | $10,532,000 | 10.68% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,483,793 | $38,222,000 | 10.40% |